Any time I want to give my productivity a boost, I take a look at my current habits. Before I take on any new work or responsibilities, I try to identify any potential leaks that might be draining my time. Whether you realize it now or not, chances are there are at least a few areas in your average day where you’re wasting valuable time. If you’re open to finding out, here are a few places to start:
Your inbox can be a big source of time wasted for a number of reasons. Let’s start with clutter — if you have to sift through hundreds of messages to find what you’re looking for, or if you notice you check your inbox for one thing and find yourself reading several other emails as well, it’s time to get organized. The first step is getting rid of anything unnecessary. Unsubscribe from newsletters you don’t read and turn off email notifications for social-media sites. After that, make a point of keeping up with messages. Creating a filing system can be a great strategy to keep your main inbox clean and easy to navigate.
Develop Some Templates
How many times you have composed basically the same email to a prospect, client, or referral partner? We’ve all likely written thousands of messages that are nearly exactly the same. Don’t force yourself to start from scratch. Developing templates, for example, can be a great way to speed up your communication process. When you have templates ready to go, it just takes a minute to personalize them before sending. The same is true for client materials. If you find yourself explaining something over and over, consider mapping out an informational page to share.
Now that social media is such a key component of business for many LOs, it’s tough to cut it out entirely. It’s a great medium for growing your brand and reaching new prospects, but it can drain our time if we’re not careful. Consider blocking out specific windows for your social-media work and restricting your usage to those times. It can also be helpful to turn notifications off. Also, rather than logging in multiple times throughout the week, consider creating, scheduling, and automating your posting ahead of time. This means that once your posts are set up for the week, you won’t waste any additional time on your social-media accounts.
Getting a handle on your workload and determining how you work best and where you spend your time is important. If you know there’s a slow period approaching, create a strategy. Whether you want to take the time to update your website, create content, or focus on prospecting, having a plan to utilize that time is imperative. If you have too much work, you’re likely wasting time switching between tasks (more on multitasking, here). Finding ways to your to-do list down to just the essentials will help you be much more productive, going forward.
Good luck and let me know how any of these tips may have helped you!
If you’re a loan officer, sales manager, or branch manager considering new opportunities, don’t hesitate to get in touch.